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  5. BT Busines Super - BT Global Property Securities - Managed fund profile

BT Busines Super - BT Global Property Securities - Managed Fund (Closed)

Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the return from the FTSE EPRA/NAREIT Developed ex Australia hedged in AUD Net TRI over the medium to long term.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of international listed property securities and are prepared to accept higher variability of returns. The Fund invests primarily in listed property securities in North American, European and Asian (ex Australia) markets.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.92% -0.23% 4.94% 9.07% 6.67% 6.39% 3.67% 9.89%
Growth return 0.92% -0.23% 4.94% 9.07% 6.67% 6.39% 3.67% 9.89%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - BT Global Property Securities
International Equities
98.17%
Cash
1.83%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
7.27%
Cash
1.72%
Australian Equities
0.51%
Property
90.48%
Alternatives
0.02%

General Information

Fund Details
Type Description
BT Busines Super - BT Global Property Securities
Closed
Westpac Securities Administration Ltd
WFS0394AU
Equity Global Real Estate
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Jul 2005
$0 million (as at 30 Apr 2023)
$1.8603 (as at 31 Jan 2020)
$1.8557 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.74% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Equinix Inc Equity - REIT 6.57%
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FAQs about the BT Busines Super - BT Global Property Securities

The objective of the BT Busines Super - BT Global Property Securities managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the return from the FTSE EPRA/NAREIT Developed ex Australia hedged in AUD Net TRI over the medium to long term.

The strategy of the BT Busines Super - BT Global Property Securities managed fund is This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of international listed property securities and are prepared to accept higher variability of returns. The Fund invests primarily in listed property securities in North American, European and Asian (ex Australia) markets.

The APIR code of the BT Busines Super - BT Global Property Securities managed fund is WFS0394AU.

BT Busines Super - BT Global Property Securities’s total return last month was 0.92%. This was made up of a growth return of 0.92% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Global Property Securities’s total return for the last three months was -0.23%. This was made up of a growth return of -0.23% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Global Property Securities’s one-year total return is 9.07%. This was made up of a growth return of 9.07% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Global Property Securities’s one-year total return is 6.39%. This was made up of a growth return of 6.39% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Busines Super - BT Global Property Securities managed fund is :

International Equities
98.17%
Cash
1.83%
Australian Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the BT Busines Super - BT Global Property Securities managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - BT Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 30 Apr 2023, the size of the BT Busines Super - BT Global Property Securities managed fund was $0 million.

The BT Busines Super - BT Global Property Securities managed fund has an inception date of 1 Jul 2005.

The current entry price of the BT Busines Super - BT Global Property Securities managed fund is $1.8603 per unit and the current exit price is $1.8557 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - BT Global Property Securities managed fund is $1.8557 per unit and the current entry price is $1.8603 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Busines Super - BT Global Property Securities managed fund is $500. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.